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Technology Stocks : DSP Group: an incredible bargain?

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To: Dieter R. Wasserbaech who wrote (924)7/24/1998 1:51:00 PM
From: Kevin Hay  Read Replies (1) of 1055
 
Agreed. I think last quarter they could've reported more licensing
revenue but held it back to give this quarter a buffer. This qtr: too
much to hide, and they already have enough buffer.

Big picture, I'm having a hard time reconciling IMF and Greenspan's
negative outlook on Asia with a LOT of companies indicating that
the worst is over in that region.. A bit off topic I guess, but a quandry
none the less.

I've sold half my position in case of a fall back..., we'll see.

cheers,
-Kevin

PS. I have seen one small estimate increase from Zacks. Must say
I was expecting more, but that's ok. No need to run the expectations
too high.
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